Official Specifications
Role Overview & Mandate
Executive Summary
About The Role Purpose Reporting...
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About The Role
Purpose
Reporting directly to the Head of Legal, effective legal risk management in line with Group risk profile and strategic and financial objectives and with a focus on third party suppliers.
Responsibilities
- Reviewing, drafting and negotiating commercial agreements, and advising on the management of associated risks and regulatory considerations, including:
- third party supplier agreements for all business areas (IT, data, services, outsourcing, HR, Marketing);
- legal advice and deliverables for Change Management project delivery;
- day to day advice and support on Group contracts, legal risks and resolution of queries and issues.
- Legal Team lead on supplier risk management and data protection, security and governance.
- Legal advice and support for protection of Group intellectual property portfolio, including management of trademark registrations and brand infringement monitoring and disputes.
- Actively contributing to continuous enhancement of legal risk management controls and reporting mechanisms, and Legal Team operations, policies and procedures.
- Contributing to Legal Team know-how, contract checklists and precedents.
- Close regular liaison with Risk and Compliance as necessary.
- Management of two direct reports within the Legal Team.
- Legal Team support / other as reasonably required by Head of Legal.
About You
Skills
- Core contract review, drafting, negotiation and advice skillset: adapts review proportionately; identifies and escalates risks appropriately; proposes mitigation options; ensures high standards of drafting that protect client interests; confident with complex drafting.
- Highly organised. Able to manage competing priorities, and report on status, issues and steps, effectively.
- Problem solver. Solution-orientated. Proactive and pragmatic in risk and stakeholder management.
- Strong analytical skills. Verifies against drafting or other relevant sources. Plans, anticipates and manages issues and progress to achieve timelines and objectives.
- Excellent written and verbal communication skills: clear, concise, tailored for relevant audience and their requirements; ability to provide suitable support to all levels of stakeholders.
- Consistently demonstrates commercial mindset, as well as process adherence, accuracy, attention to detail and thoroughness.
Knowledge and experience
- Experienced commercial and technology lawyer, 5+ years’ PQE gained inhouse and/or with reputable firm.
- Expertise in commercial and contract law.
- Knowledge and experience of data protection and intellectual property law.
- Exposure to relevant FCA regulatory framework highly desirable.
- Proficient in use of Microsoft Office (especially Word) features.
- Experience with inhouse legal matter management solutions advantageous.
Qualifications
- UK qualified solicitor with strong academic background.
Other relevant information
- As part of a small Legal team, flexible and adaptable personal style.
- Enthusiastic, professional, highly motivated team player.
- Culture carrier of 7IM vision, purpose, values and personality.
About Us
About Us
The ‘7’ in 7IM refers to the seven original founders of the business. Back in 2002, they couldn’t find a firm they trusted to manage their families’ money properly – big banks seemed impersonal and greedy, while most boutiques lacked the necessary investment process and structure. They started the kind of organisation they’d like to invest with themselves.
Their aim was to deliver steady returns over the long term, while keeping an eye on risk, using the best technology. They wanted everyone to have access to the kind of service and expertise that institutional investors would expect.
We’ve evolved since then. In 2015 Caledonia Investments joined us as a major shareholder. In 2018 we acquired Tcam Asset Management, a firm we felt closely aligned with our investment philosophies and multi-asset approach. In 2020 we continued our long-term growth strategy and acquired the award winning London based financial planning firm Partners Wealth Management (PWM). PWM will continue to operate as an independent company, retaining its brand, identity and leadership.
Our team, our clients and our funds under management have grown steadily over the years. From our offices in London, Edinburgh and Jersey, more than 400 talented people manage over £19 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees.
We still follow our founders’ plan and aim to get the simple things right all wrapped up with real, honest, human service – that’s what sets us apart from everyone else.
Their aim was to deliver steady returns over the long term, while keeping an eye on risk, using the best technology. They wanted everyone to have access to the kind of service and expertise that institutional investors would expect.
We’ve evolved since then. In 2015 Caledonia Investments joined us as a major shareholder. In 2018 we acquired Tcam Asset Management, a firm we felt closely aligned with our investment philosophies and multi-asset approach. In 2020 we continued our long-term growth strategy and acquired the award winning London based financial planning firm Partners Wealth Management (PWM). PWM will continue to operate as an independent company, retaining its brand, identity and leadership.
Our team, our clients and our funds under management have grown steadily over the years. From our offices in London, Edinburgh and Jersey, more than 400 talented people manage over £19 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees.
We still follow our founders’ plan and aim to get the simple things right all wrapped up with real, honest, human service – that’s what sets us apart from everyone else.
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